Logan Capital Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.9K | Buy |
536
+1
| +0.2% | +$132 | ﹤0.01% | 299 |
|
|
2025
Q1 | $74K | Hold |
535
| – | – | ﹤0.01% | 323 |
|
|
2024
Q4 | $64.6K | Buy |
535
+35
| +7% | +$4.23K | ﹤0.01% | 334 |
|
|
2024
Q3 | $64.2K | Hold |
500
| – | – | ﹤0.01% | 336 |
|
|
2024
Q2 | $55.5K | Hold |
500
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $56.1K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2023
Q4 | $55.1K | Hold |
500
| – | – | ﹤0.01% | 345 |
|
|
2023
Q3 | $49.6K | Hold |
500
| – | – | ﹤0.01% | 344 |
|
|
2023
Q2 | $55K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $54.8K | Hold |
500
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $58.8K | Hold |
500
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $58K | Hold |
500
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $63K | Hold |
500
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $66K | Hold |
500
| – | – | ﹤0.01% | 340 |
|
|
2021
Q4 | $60K | Hold |
500
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $56K | Sell |
500
-88
| -15% | -$9.86K | ﹤0.01% | 351 |
|
|
2021
Q2 | $65K | Hold |
588
| – | – | ﹤0.01% | 336 |
|
|
2021
Q1 | $67K | Buy |
+588
| New | +$67K | ﹤0.01% | 323 |
|
|
2016
Q2 | – | Sell |
-2,703
| Closed | -$209K | – | 270 |
|
|
2016
Q1 | $209K | Buy |
+2,703
| New | +$209K | 0.02% | 278 |
|